Regent Peak Wealth Advisors’s Realty Income O Stock Holding History

Regent Peak Wealth Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-567	Closed	-$34K	–	709
2020 Q4	$34K	Buy	+567	New	+$33.5K	0.01%	361

Other funds holding O

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's O Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Realty Income (O) in Q1 2021, closing a stake of 567 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in O in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 877 funds tracked by Wall St. Rank hold O as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Realty Income position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 567 Realty Income shares in Q1 2021, an estimated $34K.
Regent Peak Wealth Advisors first reported a position in Realty Income in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Realty Income position peaked at $34K in Q4 2020.
877 funds tracked by Wall St. Rank held Realty Income as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.